bevri.ai

Name

bevri.ai

Legal name

bevri, LLC

Website

https://bevri.ai

Company type

Private

Operating status

Operating

Ownership category

akta.pro rank

Product category

Mortgage Loan Origination Software

NAICS

Activities Related to Credit Intermediation (5223)

SIC

Services-Computer Processing & Data Preparation (7374)

akta.pro primary industry

Automated Underwriting Systems (AUS) & Decisioning Engines (FSALALAB)

akta.pro secondary industries

Document Collection, eClose & eSignature (Mortgage Closing Tech) (FSALALAE), Quality Control (QC), Compliance & Audit Tools for Underwriting (FSALALAL), Income, Employment & Asset Verification (VOI/VOE/VOA) (FSALALAF)

Keywords

• Loan origination software
• Mortgage automation platform
• AI underwriting tools
• CRM for lenders
• Loan processing AI

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations

Revenue model

1. CRM Subscription: Core CRM platform subscription at $99 per 28-day billing cycle. Includes full pipeline and contact management, automated drip campaigns, calendar and appointment booking, team collaboration tools, reporting and analytics.
2. AI Voice & SMS Add-ons: Usage-based AI Voice minutes and SMS texts available in three tiers (Minimal, Operator, Dominate). Additional consumption available at higher tiers with white-label branding and custom agent configuration options.
3. Enterprise Custom Solutions: Custom pricing for large teams with tailored volume, dedicated support, and custom integrations. Revenue derived from annual or multi-year contracts.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels2 records

Core offering

bevri.ai provides an AI-powered loan origination SaaS platform for the mortgage industry, combining a CRM with pipeline management, URLA 1003 form automation with MISMO 3.4 compliance, AI Voice and SMS communication, document intelligence with OCR, and a proprietary bevriLLM model for underwriting support. The platform automates the end-to-end mortgage lifecycle from lead capture to closing, processing elements including intelligent lead qualification, document classification, real-time underwriting, and client communication.

Product overview

bevri.ai is an AI-powered loan origination platform that offers a unified portfolio of products for the mortgage industry. The core offering consists of bevri CRM (a complete CRM platform for mortgage professionals at $99/28 days) with optional AI Voice & SMS add-on plans (Minimal, Operator, and Dominate tiers ranging from $99-$499/28 days). Underlying the CRM are integrated modules including URLA 1003 Automation (MISMO 3.4 compliant), BevriLLM AI Assistant (RAG-based conversational AI), Document Intelligence (OCR pipeline), Pipeline Management (Kanban workflow orchestration), and a Vendor API Platform. In February 2026, the company launched its Agentic AI-powered Point-of-Sale platform for mortgage originators. The platform serves mortgage professionals (6M+ loans processed annually), with planned expansion into real estate (2026), insurance (2026), and legal technology (2027).

Differentiator

Problem solved

Functional benefit

Products and services

• bevri CRM Complete CRM platform for mortgage professionals offering full pipeline and contact management, automated drip campaigns, calendar and appointment booking, team collaboration tools, client portal access, document management, reporting and analytics, and mobile app access, priced at $99 per 28-day billing cycle.
• AI Voice & SMS AI-powered voice and SMS communication add-on for lead nurturing and client communication, offering AI Voice Minutes, SMS Texts, AI Voice and SMS Text Agents, automations for lead nurturing, live appointment booking, and white-label branding across Minimal, Operator, and Dominate tiers.
• Bevri Point-of-Sale Platform Agentic AI-powered Point-of-Sale platform designed to automate mortgage loan origination processes, including data collection, income calculations, and underwriting logic in real time. Initial deployment at NEXA Lending, the nation's largest mortgage brokerage.

Quantifiable outcome

• 6× faster loan processing
• +3 more outcomes

Named customers2 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

AI capability8 records

Feature7 records

Partnerships

Four partnerships are on record, tiered flagship and core.

• FSBO.comflagshipTechnology or Integration · 30 March 2026FSBO.com relaunched its platform leveraging Bevri.ai technology to integrate loan officers, real estate agents, and sellers in the home buying/selling process. Bevri.ai's embedded agentic AI guides transactions and reduces friction in the real estate transaction model.
• TidalwavecoreTechnology or Integration · 11 February 2026Tidalwave provides the underlying AI technology powering Bevri's agentic AI Point-of-Sale platform. The platform is specifically powered by TidalWave technology for mortgage loan origination automation. A joint study by Tidalwave and Columbia University showed their SOLO AI agent achieved 84% accuracy in mortgage underwriting vs 71% for Claude 4.5.
• Fannie MaecoreTechnology or IntegrationBevri's platform integrates with Fannie Mae systems for underwriting findings and compliance checking. FNMA 3.2 export capabilities are included in the URLA 1003 automation module.
• Freddie MaccoreTechnology or IntegrationBevri's platform integrates with Freddie Mac systems for underwriting findings and compliance checking alongside Fannie Mae integration.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Roostify: Roostify provides a digital mortgage POS and origination platform for lenders, competing head-to-head with bevri.ai on point-of-sale, document collection, and workflow automation for loan originators and mortgage brokers.
• Blend: Blend is a direct competitor in AI-powered mortgage and consumer banking origination, offering a POS platform for lenders with workflow automation and document intelligence — the same product wedge bevri.ai is pursuing for mortgage LOs.
• SimpleNexus: SimpleNexus (now part of ICE Mortgage Technology) is a leading mortgage POS platform for loan originators and real estate agents, directly comparable to bevri.ai's core offering and now backed by the dominant LOS incumbent.
• Maxwell: Maxwell is a direct peer offering a mortgage POS and lender automation platform purpose-built for community banks, credit unions, and mortgage brokerages — overlapping squarely with bevri.ai's SMB mortgage segment.

Regional players

• Lendio: Lendio operates a small-business loan broker marketplace with workflow and CRM tooling — comparable to bevri.ai's platform model of broker enablement, but oriented toward SMB non-mortgage credit rather than residential mortgage.

Broad incumbents

• ICE Mortgage Technology: ICE Mortgage Technology (Encompass) is the dominant incumbent loan origination system serving virtually every U.S. mortgage lender — broad overlap with bevri.ai's workflow automation, but at massive scale and with deeply embedded lender integrations.
• Rocket Pro: Rocket Pro TPO is Rocket Mortgage's broker channel, providing technology, marketing, and operations support to mortgage brokers — an incumbent with comparable go-to-market targeting of bevri.ai's SMB brokerage segment.

Emerging players

• Arive: Arive provides a modern LOS and POS for mortgage professionals with an emphasis on brokerages and small lenders — closely comparable to bevri.ai's target segment and feature set.
• Tidalwave: Tidalwave is both bevri.ai's technology partner and an emerging competitor — its SOLO AI agent powers bevri's POS platform but also competes directly with bevriLLM for AI-driven mortgage underwriting automation.
• HomeCaptain: HomeCaptain is an emerging mortgage and real estate platform that combines affordability tools, agent-buyer matching, and lender integrations — overlapping with bevri.ai's stated expansion into the real estate vertical.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about bevri.ai